Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...Jacob Nell, chief UK economist, head of European economics, at Morgan Stanley: No....
...Here is an opinion summary from law firm Simpson Thacher describing how the court judged predicted beta in a 2010 appraisal case, ” Global GT lp v. Golden Telecom”....
...– Hedge Fund Law Blog...
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
...Joseph Andelin, Utah: How does the shareholder makeup (i.e., institutional, insiders, hedge funds, et al.) affect your estimate of a firm’s intrinsic value and consequently, your margin of safety?...
...THE ENCYCLOPEDIA OF GUILTY PLEASURES edited by Michael Moran et al John Murray ₤12.99, 352 pages Classic toilet material: its half-page alphabetical entries are eclectic, opinionated tilts at icons and...
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